VWA
NVO

Visionary Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Visionary Wealth Advisors’s Portfolio NVO Stock Details NVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,357
Closed -$281K – 553
2024
Q3 		$281K Sell
2,357
-1,206
-34% -$161K 0.02% 445
2024
Q2 		$509K Buy
3,563
+342
+11% +$45.3K 0.03% 324
2024
Q1 		$414K Buy
3,221
+627
+24% +$74.6K 0.03% 355
2023
Q4 		$268K Buy
2,594
+300
+13% +$29.7K 0.02% 411
2023
Q3 		$209K Buy
+2,294
New +$202K 0.02% 421

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Visionary Wealth Advisors's NVO Position: Q4 2024 in Review

Visionary Wealth Advisors sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 2,357 shares — an estimated $281K sold.

Visionary Wealth Advisors first reported a position in NVO in Q3 2023 and held it in 5 quarters. The position peaked at $509K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Visionary Wealth Advisors reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Visionary Wealth Advisors sold 2,357 Novo Nordisk shares in Q4 2024, an estimated $281K.
  • Visionary Wealth Advisors first reported a position in Novo Nordisk in Q3 2023 and held it in 5 quarters.
  • Visionary Wealth Advisors's Novo Nordisk position peaked at $509K in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Visionary Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.